BLACKROCK SCIENCE & TECHNOLO (BSTZ)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
144
Reporting holders
$633.2M
Reported value
0.0%
Held as options
+19
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | $171.1M | 5,696,873 | 4.39% | 15q | +3.0%+$5.0M |
| MORGAN STANLEY | $100.2M | 3,336,626 | 0.01% | 29q | -2.2%-$2.3M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $45.4M | 1,511,481 | 2.16% | 11q | +1.2%+$526.8K |
| UBS Group AG | $34.0M | 1,132,868 | 0.00% | 29q | -5.9%-$2.1M |
| BANK OF AMERICA CORP /DE/ | $29.8M | 993,064 | 0.00% | 29q | +7.2%+$2.0M |
| RAYMOND JAMES FINANCIAL INC | $28.3M | 941,190 | 0.01% | 7q | -3.5%-$1.0M |
| Invesco Ltd. | $25.4M | 844,911 | 0.00% | 25q | -9.8%-$2.7M |
| LAZARD ASSET MANAGEMENT LLC | $20.4M | 677,993 | 0.03% | 22q | HELD |
| Karpus Management, Inc. | $14.5M | 483,321 | 0.42% | 26q | +17.9%+$2.2M |
| FLAGSHIP HARBOR ADVISORS, LLC | $9.7M | 323,702 | 0.37% | 9q | +2.7%+$255.1K |
| Z3 Capital Partners, LLC | $9.5M | 316,562 | 2.00% | 3q | +3.0%+$274.9K |
| ROYAL BANK OF CANADA | $9.5M | 315,033 | 0.00% | 29q | +4.3%+$392.8K |
| Rockefeller Capital Management L.P. | $8.5M | 283,241 | 0.01% | 25q | +28.1%+$1.9M |
| OPPENHEIMER & CO INC | $7.7M | 257,568 | 0.08% | 25q | +10.3%+$724.5K |
| Steward Partners Investment Advisory, LLC | $7.3M | 243,765 | 0.04% | 27q | +57.7%+$2.7M |
| LPL Financial LLC | $5.8M | 193,382 | 0.00% | 25q | -3.1%-$187.4K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5.7M | 190,304 | 0.71% | 26q | +14.6%+$728.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.2M | 176,994 | 0.01% | 12q | +28.2%+$1.1M |
| Potrero Capital Research LLC | $5.0M | 167,198 | 2.79% | new | NEW |
| Thomas J. Herzfeld Advisors, Inc. | $5.0M | 166,033 | 1.53% | 25q | +100.8%+$2.5M |
| OSAIC HOLDINGS, INC. | $4.5M | 150,764 | 0.01% | 26q | +7.6%+$321.6K |
| Summit Financial, LLC | $4.1M | 138,072 | 0.05% | 4q | +179.4%+$2.7M |
| RFG Advisory, LLC | $2.9M | 97,792 | 0.05% | 6q | +1.5%+$44.7K |
| STIFEL FINANCIAL CORP | $2.8M | 94,558 | 0.00% | 29q | +3.6%+$99.5K |
| Sanctuary Advisors, LLC | $2.8M | 93,497 | 0.01% | 9q | +0.7%+$19.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.7M | 91,500 | 0.05% | 5q | -2.6%-$73.6K |
| INTREPID FAMILY OFFICE LLC | $2.4M | 80,000 | 1.78% | 7q | HELD |
| Cetera Investment Advisers | $2.3M | 75,649 | 0.00% | 10q | +13.4%+$268.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.3M | 75,170 | 0.00% | new | NEW |
| 1607 Capital Partners, LLC | $2.0M | 66,250 | 0.17% | 3q | +7.9%+$145.6K |
| TrueMark Investments, LLC | $1.9M | 64,075 | 0.24% | 4q | +7.1%+$127.2K |
| PMG Family Office LLC | $1.7M | 57,799 | 1.60% | 4q | +1.0%+$17.8K |
| EVOLVE PRIVATE WEALTH, LLC | $1.7M | 56,833 | 0.10% | 3q | -2.4%-$42.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 53,776 | 0.00% | 3q | -9.3%-$165.3K |
| Family Manage LLC | $1.6M | 53,556 | 0.17% | new | NEW |
| HighTower Advisors, LLC | $1.6M | 52,501 | 0.00% | 13q | -19.7%-$387.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 52,134 | 0.00% | 24q | -6.8%-$113.5K |
| Atlas Wealth LLC | $1.5M | 50,993 | 0.22% | new | NEW |
| WELLS FARGO & COMPANY/MN | $1.5M | 50,643 | 0.00% | 29q | -33.9%-$779.4K |
| Noble Wealth Management PBC | $1.4M | 48,025 | 0.65% | 2q | +3330.4%+$1.4M |
| NWF Advisory Services Inc. | $1.3M | 44,315 | 0.13% | 6q | -2.2%-$29.5K |
| Apollon Wealth Management, LLC | $1.3M | 42,292 | 0.02% | 2q | +2.3%+$29.1K |
| WNY Asset Management, LLC | $1.2M | 38,501 | 0.10% | 12q | HELD |
| NewEdge Advisors, LLC | $1.2M | 38,384 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $1.1M | 37,720 | 0.00% | 25q | -33.0%-$559.6K |
| Corient Private Wealth LP | $1.1M | 35,762 | 0.00% | 8q | +100.0%+$537.0K |
| Formidable Asset Management, LLC | $1.1M | 47,582 | 0.17% | 6q | -2.0%-$21.0K |
| Anchor Capital Management Group Inc | $1.1M | 35,000 | 0.72% | 2q | HELD |
| JANE STREET GROUP, LLC | $1.0M | 33,393 | 0.00% | 8q | +55.4%+$357.4K |
| HARBOUR INVESTMENTS, INC. | $996.9K | 33,198 | 0.01% | 4q | +72.3%+$418.2K |
| MILLENNIUM MANAGEMENT LLC | $959.9K | 31,966 | 0.00% | 2q | -63.1%-$1.6M |
| XTX Topco Ltd | $955.3K | 31,811 | 0.01% | new | NEW |
| Quantinno Capital Management LP | $942.5K | 31,385 | 0.00% | 5q | +5.0%+$44.6K |
| WOLVERINE ASSET MANAGEMENT LLC | $918.2K | 30,576 | 0.01% | 5q | -54.0%-$1.1M |
| PFG Investments, LLC | $871.2K | 29,012 | 0.03% | 10q | -7.6%-$72.1K |
| Fund Advisors of America Inc/FL | $847.8K | 28,232 | 0.77% | 3q | +13.5%+$100.9K |
| Almitas Capital LLC | $805.1K | 26,810 | 0.19% | new | NEW |
| Compound Planning, Inc. | $791.6K | 26,361 | 0.02% | 6q | +120.6%+$432.8K |
| TRUIST FINANCIAL CORP | $766.3K | 25,517 | 0.00% | 27q | -17.9%-$166.8K |
| CITADEL ADVISORS LLC | $730.7K | 24,332 | 0.00% | 4q | +150.1%+$438.6K |
| Merit Financial Group, LLC | $728.0K | 24,244 | 0.00% | 5q | +71.4%+$303.2K |
| Focus Financial Network, Inc. | $719.5K | 23,960 | 0.02% | 13q | +11.1%+$71.7K |
| AQR CAPITAL MANAGEMENT LLC | $679.2K | 22,618 | 0.00% | 5q | +45.8%+$213.2K |
| Indivisible Partners | $671.0K | 22,344 | 0.04% | 3q | -12.8%-$98.9K |
| UHLMANN PRICE SECURITIES, LLC | $627.7K | 20,902 | 0.02% | 8q | +13.0%+$72.1K |
| MGO ONE SEVEN LLC | $572.6K | 19,068 | 0.01% | new | NEW |
| Mariner, LLC | $571.4K | 19,026 | 0.00% | 4q | -7.0%-$43.3K |
| Quantedge Capital Pte Ltd | $570.6K | 19,000 | 0.43% | 3q | -53.2%-$648.6K |
| SeaCrest Wealth Management, LLC | $561.7K | 18,705 | 0.06% | 7q | -16.2%-$108.5K |
| SPIREPOINT PRIVATE CLIENT, LLC | $521.9K | 17,380 | 0.04% | 3q | +16.8%+$75.1K |
| Amplius Wealth Advisors, LLC | $436.2K | 14,525 | 0.03% | 19q | -1.7%-$7.7K |
| Delta Investment Management, LLC | $408.4K | 13,600 | 0.07% | 27q | HELD |
| 1900 WEALTH MANAGEMENT LLC | $406.1K | 13,524 | 0.02% | 4q | HELD |
| Dakota Wealth Management | $404.4K | 13,466 | 0.01% | 2q | +1.9%+$7.4K |
| Kestra Advisory Services, LLC | $394.6K | 13,139 | 0.00% | 3q | -58.3%-$552.5K |
| Creative Planning | $392.1K | 13,057 | 0.00% | 3q | -40.1%-$262.3K |
| Stablepoint Partners, LLC | $385.3K | 12,832 | 0.05% | 7q | +5.9%+$21.3K |
| CAPTRUST FINANCIAL ADVISORS | $379.4K | 12,633 | 0.00% | 5q | HELD |
| Stockman Wealth Management, Inc. | $375.8K | 12,515 | 0.04% | 22q | +1.7%+$6.4K |
| Painted Porch Advisors LLC | $375.5K | 12,504 | 0.16% | 9q | +1.7%+$6.3K |
| B. Riley Wealth Advisors, Inc. | $372.9K | 12,696 | 0.02% | 13q | -1.1%-$4.2K |
| CSS LLC/IL | $369.5K | 12,306 | 0.01% | 4q | -14.0%-$60.1K |
| EP Wealth Advisors, LLC | $365.2K | 12,163 | 0.00% | new | NEW |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $364.4K | 12,136 | 0.05% | new | NEW |
| MATHER GROUP, LLC. | $360.4K | 12,000 | 0.00% | 8q | HELD |
| D.A. DAVIDSON & CO. | $355.6K | 11,842 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $354.2K | 11,796 | 0.00% | 26q | +17.6%+$53.1K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $342.8K | 11,285 | 0.02% | 13q | HELD |
| Focus Partners Wealth | $332.4K | 11,069 | 0.00% | 3q | +14.6%+$42.5K |
| Closed-End Fund Advisors, Inc. | $317.3K | 10,567 | 0.31% | 3q | -2.0%-$6.4K |
| NewEdge Wealth, LLC | $310.7K | 10,347 | 0.00% | 17q | -20.8%-$81.7K |
| Advocate Investing Services LLC | $309.3K | 10,300 | 0.24% | 3q | HELD |
| Biltmore Family Office, LLC | $294.0K | 9,791 | 0.04% | 5q | HELD |
| World Investment Advisors | $287.2K | 12,964 | 0.00% | 2q | HELD |
| &PARTNERS | $282.7K | 8,564 | 0.00% | new | NEW |
| Kathmere Capital Management, LLC | $279.3K | 9,300 | 0.01% | 2q | HELD |
| Concurrent Investment Advisors, LLC | $278.2K | 9,263 | 0.00% | 2q | HELD |
| WEALTH EFFECTS LLC | $267.0K | 8,890 | 0.07% | new | NEW |
| Global Retirement Partners, LLC | $248.9K | 8,287 | 0.00% | 4q | +12.0%+$26.7K |
| Abel Hall, LLC | $240.2K | 8,000 | 0.04% | new | NEW |
Showing the largest 100 of 152 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 144 | $633.2M | 21,103,627 | 28 | 51 | 37 | 0.0% |
| Q1 2026 | 125 | $449.0M | 20,283,077 | 19 | 54 | 26 | 0.0% |
| Q4 2025 | 116 | $423.9M | 18,746,507 | 15 | 37 | 30 | 0.0% |
| Q3 2025 | 102 | $379.4M | 17,133,409 | 15 | 46 | 20 | 0.0% |
| Q2 2025 | 104 | $360.6M | 17,380,992 | 18 | 36 | 32 | 0.0% |
| Q1 2025 | 92 | $321.5M | 18,121,688 | 13 | 28 | 33 | 0.0% |
| Q4 2024 | 97 | $427.0M | 20,613,186 | 13 | 20 | 43 | 0.0% |
| Q3 2024 | 86 | $430.1M | 22,389,361 | 11 | 27 | 35 | 0.0% |
| Q2 2024 | 84 | $482.5M | 24,239,523 | 13 | 27 | 28 | 0.0% |
| Q1 2024 | 85 | $549.3M | 28,323,666 | 11 | 34 | 25 | 0.0% |
| Q4 2023 | 95 | $380.3M | 22,760,082 | 14 | 36 | 29 | 0.0% |
| Q3 2023 | 91 | $247.4M | 14,994,108 | 19 | 34 | 18 | 0.0% |
| Q2 2023 | 80 | $265.3M | 14,647,689 | 7 | 34 | 19 | 0.0% |
| Q1 2023 | 82 | $273.5M | 14,636,129 | 13 | 22 | 29 | 0.0% |
| Q4 2022 | 87 | $256.6M | 16,466,257 | 29 | 22 | 24 | 0.0% |
| Q3 2022 | 82 | $275.3M | 15,596,991 | 11 | 28 | 27 | 0.0% |
| Q2 2022 | 90 | $317.7M | 16,211,476 | 12 | 29 | 27 | 0.0% |
| Q1 2022 | 98 | $460.1M | 15,541,137 | 13 | 34 | 29 | 0.0% |
| Q4 2021 | 109 | $614.6M | 15,892,193 | 17 | 29 | 26 | 0.0% |
| Q3 2021 | 101 | $585.0M | 15,158,158 | 11 | 32 | 26 | 0.0% |
| Q2 2021 | 93 | $621.1M | 14,895,006 | 13 | 36 | 22 | 0.0% |
| Q1 2021 | 88 | $545.1M | 15,279,133 | 26 | 37 | 11 | 0.0% |
| Q4 2020 | 71 | $484.6M | 13,322,770 | 15 | 23 | 18 | 0.0% |
| Q3 2020 | 59 | $331.8M | 12,934,959 | 15 | 27 | 10 | 0.0% |
| Q2 2020 | 46 | $249.4M | 10,993,066 | 15 | 18 | 7 | 0.0% |
| Q1 2020 | 39 | $144.6M | 8,662,565 | 13 | 17 | 3 | 0.0% |
| Q4 2019 | 31 | $117.4M | 5,724,206 | 15 | 5 | 3 | 0.0% |
| Q3 2019 | 16 | $78.0M | 3,764,535 | 4 | 7 | 1 | 0.0% |
| Q2 2019 | 13 | $14.4M | 690,401 | 13 | 0 | 0 | 0.0% |